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Search Results for: factor

Quants Seeing Record High Correlations

January 28, 2021

Factor investing strategies, described in a recent Bloomberg article as the “$2 trillion corner of the quant world,” are seeing the highest level of correlations in two decades and are…

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The Basics of Momentum Investing

January 20, 2021

By Jack Forehand, CFA (@practicalquant) We often write about factor investing on our blog. We talk about factors like value, momentum, quality and low volatility and their practical use in the real…

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Rob Arnott on Value Investing Outlook

January 19, 2021

…Citing historical analysis of value’s performance relative to price, Arnott says the linkage between the factor’s relative cheapness and performance is “really powerful.” “When I look at the market today,…

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Are Intangibles to Blame for Value’s Pain?

January 13, 2021

…much in Europe or Japan, the value factor has “performed just as terribly,” there. It notes, “If intangibles were really the culprit, the value factor should not have performed so…

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Considerations For Investors Seeking High Dividend Paying Stocks

January 13, 2021

…their dividends in each of the past 25 years. The NOBL ETF holds the Dividend Aristocrats in and ETF wrapper – view NOBL on our ETF Factor Report. Validea’s Guru…

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The Case Against Value Stocks – Part II

January 6, 2021

…Stanhope of O’Shaughnessy Asset Management illustrates this point. Source: A Factor Investor’s Perspective of the Economic Cycle — Factor Investor That isn’t necessarily a problem, unless of course we start…

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The Five Podcasts That I Never Miss an Episode Of

December 30, 2020

…have significant exposure to both the size and value factors, performed very well. That made me think that investing is much easier than it really is. The past decade, when…

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Value Investing Still Works and Here’s Why

December 21, 2020

…practice.” He cites the 1992 findings of finance professors Eugene Fama and Kenneth French showing that considering size and value factors “righted the relationship between risk and reward” — specifically,…

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Five Lessons from Our Most Downloaded Podcasts of 2020

December 16, 2020

…always investing in stocks that are going through a crisis. Toby discusses this idea below. https://youtu.be/lK5TihMw9Eg [3] Wes Gray – There is No One Right Way to Build a Factor-Based…

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Twin Momentum: Combining Fundamental and Price Momentum Together In One Quantitative Model (Ep. 59)

December 14, 2020

The academic research supporting the momentum factor is very strong. But most of that research focuses on the momentum in a stock’s price. An interesting research paper written by Dashan…

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